The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 59,169 625,133 SH   SOLE   51,056 0 574,077
ALPHABET INC CAP STK CL C 02079K107 1,347,041 1,305,538 SH   SOLE   529,197 0 776,341
ANTHEM INC COM 036752103 411,832 1,874,522 SH   SOLE   755,699 0 1,118,823
APPLE INC COM 037833100 1,420,388 8,465,775 SH   SOLE   3,349,330 0 5,116,445
APTIV PLC SHS G6095L109 75,608 889,821 SH   SOLE   78,520 0 811,301
BANK AMER CORP COM 060505104 751,526 25,059,232 SH   SOLE   9,074,189 0 15,985,043
BARCLAYS PLC ADR 06738E204 6,407 542,047 SH   SOLE   542,047 0 0
BP PLC SPONSORED ADR 055622104 261,574 6,452,253 SH   SOLE   1,125,132 0 5,327,121
CABOT OIL & GAS CORP COM 127097103 710,282 29,619,769 SH   SOLE   11,158,050 0 18,461,719
CIGNA CORPORATION COM 125509109 513,350 3,060,393 SH   SOLE   1,100,294 0 1,960,099
CITIGROUP INC COM 172967424 782,846 11,597,722 SH   SOLE   4,623,520 0 6,974,202
D R HORTON INC COM 23331A109 608,961 13,890,536 SH   SOLE   4,957,098 0 8,933,438
DELPHI TECHNOLOGIES PLC SHS G2709G107 14,135 296,638 SH   SOLE   26,205 0 270,433
EBAY INC COM 278642103 240,716 5,982,000 SH   SOLE   2,370,200 0 3,611,800
FIFTH THIRD BANCORP COM 316773100 421,661 13,280,646 SH   SOLE   3,672,046 0 9,608,600
GENUINE PARTS CO COM 372460105 56,543 629,377 SH   SOLE   65,796 0 563,581
GILEAD SCIENCES INC COM 375558103 745,108 9,883,375 SH   SOLE   3,640,418 0 6,242,957
HALLIBURTON CO COM 406216101 706,217 15,045,108 SH   SOLE   6,006,074 0 9,039,034
HONDA MOTOR LTD AMERN SHS 438128308 5,476 157,681 SH   SOLE   157,681 0 0
INTEL CORP COM 458140100 643,404 12,354,142 SH   SOLE   4,444,344 0 7,909,798
JOHNSON & JOHNSON COM 478160104 678,875 5,297,505 SH   SOLE   2,450,205 0 2,847,300
JPMORGAN CHASE & CO COM 46625H100 667,475 6,069,611 SH   SOLE   2,553,713 0 3,515,898
KROGER CO COM 501044101 235,152 9,822,542 SH   SOLE   3,772,242 0 6,050,300
LENNAR CORP CL B 526057302 6,782 142,204 SH   SOLE   61,685 0 80,519
LENNAR CORP CL A 526057104 543,255 9,217,081 SH   SOLE   3,405,951 0 5,811,130
MEDTRONIC PLC SHS G5960L103 603,012 7,516,983 SH   SOLE   3,230,814 0 4,286,169
MERCK & CO INC COM 58933Y105 186,220 3,418,756 SH   SOLE   1,504,127 0 1,914,629
MERITAGE HOMES CORP COM 59001A102 26,899 594,459 SH   SOLE   210,269 0 384,190
MICROSOFT CORP COM 594918104 1,076,076 11,790,026 SH   SOLE   4,956,924 0 6,833,102
OMNICOM GROUP INC COM 681919106 186,511 2,566,542 SH   SOLE   232,042 0 2,334,500
PEPSICO INC COM 713448108 452,037 4,141,425 SH   SOLE   1,485,918 0 2,655,507
PFIZER INC COM 717081103 712,166 20,066,677 SH   SOLE   8,665,042 0 11,401,635
RAYTHEON CO COM 755111507 237,810 1,101,891 SH   SOLE   93,708 0 1,008,183
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 9,485 223,694 SH   SOLE   223,694 0 0
SPDR S&P 500 ETF TR TR U NIT 78462F103 301,713 1,146,542 SH   SOLE   115,299 0 1,031,243
STANLEY BLACK & DECKER INC COM 854502101 111,552 728,148 SH   SOLE   150,726 0 577,422
SYNCHRONY FINL COM 87165B103 93,463 2,787,440 SH   SOLE   1,114,268 0 1,673,172
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,431,638 32,715,681 SH   SOLE   13,394,492 0 19,321,189
UNITEDHEALTH GROUP INC COM 91324P102 672,750 3,143,693 SH   SOLE   1,197,293 0 1,946,400
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 31,382 577,188 SH   SOLE   495,288 0 81,900